WIA

World Investment Advisors Portfolio holdings

AUM $5.22B
1-Year Est. Return 18.96%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.18B
AUM Growth
+$1.57B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
919
New
Increased
Reduced
Closed

Top Buys

1
+$58.2M
2
+$57.1M
3
+$43.8M
4
MSFT icon
Microsoft
MSFT
+$42.2M
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$37.2M

Top Sells

1
+$31.1M
2
+$28.9M
3
+$14.8M
4
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$14.5M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$12.2M

Sector Composition

1 Technology 12.8%
2 Financials 6.89%
3 Healthcare 6.48%
4 Consumer Discretionary 4.62%
5 Consumer Staples 4.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$354K 0.01%
5,715
+212
677
$352K 0.01%
+8,200
678
$352K 0.01%
20,250
679
$352K 0.01%
+2,998
680
$351K 0.01%
+2,958
681
$350K 0.01%
33,168
+8,000
682
$350K 0.01%
+892
683
$349K 0.01%
17,707
+3,297
684
$349K 0.01%
+1,801
685
$349K 0.01%
+4,291
686
$348K 0.01%
3,350
+364
687
$348K 0.01%
7,896
-3,985
688
$347K 0.01%
+9,316
689
$346K 0.01%
+5,671
690
$344K 0.01%
3,315
+1,688
691
$343K 0.01%
2,206
-31
692
$342K 0.01%
4,802
+266
693
$340K 0.01%
+3,297
694
$339K 0.01%
3,757
-432
695
$338K 0.01%
2,792
+127
696
$338K 0.01%
12,100
697
$337K 0.01%
9,838
698
$336K 0.01%
2,956
-730
699
$336K 0.01%
+4,068
700
$336K 0.01%
+14,400
26 27
28
29 30